AskToSell is the first AI-powered platform designed for elite Customer Success teams. Boost efficiency with AI agents that research customers, recommend actions, and automate workflows—delivering personalized, high-touch experiences at scale. Increase net revenue retention with proactive onboarding, upsell playbooks, and churn recovery. Try AskToSell today and transform your customer success strategy.
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Published:
2024-09-08
Created:
2025-05-08
Last Modified:
2025-05-08
Published:
2024-09-08
Created:
2025-05-08
Last Modified:
2025-05-08
AskToSell Product Information
What is AskToSell?
AskToSell is an AI-powered platform designed for elite Customer Success teams. It uses AI agents to help CSMs serve customers more effectively by automating research, recommending actions, extracting insights, and handling data tasks. The platform enhances productivity, improves customer engagement, and boosts net revenue retention through personalized, high-touch interactions.
Who will use AskToSell?
AskToSell is ideal for Customer Success Managers (CSMs) and teams looking to scale personalized customer interactions. It’s tailored for businesses aiming to improve retention, upsell opportunities, and overall customer experience, especially those managing small to large customer bases and seeking AI-driven automation for efficiency.
How to use AskToSell?
- Integrate AskToSell with your CRM and analytics platforms for seamless data flow.
- Deploy AI agents to automate customer research, onboarding, and feedback collection.
- Use conversational insights to segment customers and personalize interactions.
- Execute upsell, renewal, or churn-recovery playbooks with one-click actions.
- Monitor health scores and adjust strategies based on real-time insights.
In what environments or scenarios is AskToSell suitable?
AskToSell excels in SaaS and subscription-based businesses where customer retention and growth are critical. It’s perfect for onboarding new users, managing renewals, recovering churned customers, and identifying upsell opportunities. The platform thrives in dynamic environments requiring scalable, personalized customer engagement without sacrificing efficiency.
AskToSell Features & Benefits
What are the core features of AskToSell?
- AI agents research customers and recommend next best actions.
- Automates data entry and extracts conversational insights.
- Executes one-click actions to streamline customer success workflows.
- Fixes outdated contact data to improve accuracy.
- Personalizes customer interactions to boost engagement.
What are the benefits of using AskToSell?
- Increases reply rates up to 30% with one-to-one conversations.
- Improves net revenue retention (NRR) through personalized CX.
- Reduces manual workload by automating repetitive tasks.
- Provides actionable insights to prevent churn and identify growth opportunities.
- Scales high-touch experiences for all customer segments.
What is the core purpose and selling point of AskToSell?
- Empowers Customer Success teams with AI-driven automation.
- Delivers personalized, high-touch experiences for every customer.
- Replaces generic email templates with dynamic, insight-driven interactions.
- Focuses on increasing revenue retention, upsells, and customer satisfaction.
- Offers a scalable solution for elite CS teams to optimize workflows.
What are typical use cases for AskToSell?
- Automating onboarding, feedback collection, and renewal processes.
- Executing upsell/cross-sell playbooks to expand revenue.
- Re-engaging dormant customers to recover lost revenue.
- Segmenting customers based on real-time conversational insights.
- Integrating with CRM and analytics platforms for seamless workflows.
FAQs about AskToSell
What is AskToSell and how does it help customer success teams?
AskToSell is an AI-powered platform designed to enhance customer success teams by automating tasks like customer research, next-best-action recommendations, and data entry. It helps CSMs serve more customers efficiently by providing personalized insights, handling replies, and improving engagement. With AskToSell, teams can increase net revenue retention through proactive onboarding, feedback collection, and upsell opportunities.
How does AskToSell improve email engagement compared to traditional automation?
Unlike traditional email automation with low click rates, AskToSell initiates one-to-one conversations, achieving 30% reply rates. It handles replies automatically, extracts unique insights, and personalizes the customer experience. This approach replaces generic emails with dynamic, high-touch interactions that drive better engagement and revenue retention.
What are the key features of AskToSell's AI agents?
AskToSell's AI agents research customers, recommend actionable steps, execute tasks in one click, extract conversational insights, fix contact data, and automate data entry. They also segment customers, manage renewals, and execute upsell/cross-sell playbooks, enabling high-touch experiences for all customers.
Can AskToSell help with customer onboarding and activation?
Yes, AskToSell's AI agents guide customers through onboarding by identifying their goals and success metrics. For activation, they ensure first-time product usage and help customers reach their "Aha!" moment, improving overall satisfaction and reducing churn risks.
What customer segments does AskToSell automatically identify?
AskToSell automatically segments customers into "Growth opportunity," "Satisfied," "Unsatisfied," or "At risk" categories based on conversational insights. This helps teams prioritize actions and tailor engagement strategies for each group.
How does AskToSell handle customer feedback and QBRs?
AskToSell's AI agents collect feedback, forecast usage, and segment customers. For Quarterly Business Reviews (QBRs), they confirm value, gather feedback, check upsell opportunities, and provide usage forecasts—all automated to save CSMs time.
What integrations does AskToSell support?
AskToSell integrates with CRMs, analytics platforms, support systems, and Slack Connect. Higher-tier plans offer custom integrations, enabling seamless automation across multiple tools for comprehensive customer success management.
What are the pricing plans for AskToSell?
AskToSell offers Essential, Business, and Scale plans. Essential covers basic needs like CRM integration and 250 contacts. Business adds CSM Autopilot and 1,000 contacts. Scale provides unlimited contacts, fine-tuned AI agents, and custom integrations for enterprise teams.
How does AskToSell increase net revenue retention (NRR)?
AskToSell boosts NRR by automating revenue retention (onboarding, renewals), expansion (upsells/cross-sells), and recovery (re-engaging dormant customers). Its personalized CX and actionable insights reduce churn and drive growth across all customer tiers.
Is there a demo available for AskToSell?
Yes, AskToSell offers an interactive demo to showcase its AI agents and customer journey automation. You can try it at https://app.cust.co/demo to see how it enhances CSM productivity and customer engagement.
AskToSell Company Information
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AskToSell
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